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Return to Learn: Organizational Excellence Execution and Improvement

To support leaders and teams in achieving these goals, the Organizational Excellence Execution and Improvement Toolkit provides resources aligned to creating a scorecard, using a scorecard to apply a short-cycle improvement process and turning meetings into improvement conversations.

This toolkit includes two sections:

Section 1: Create a Scorecard to Use as Part of an Improvement Process

In this section of the toolkit, we summarize and provide examples of the scorecard components that set the stage for engaging in improvement conversations with leaders and teams. This section includes defining pillars, creating aligned “measures that matter” and aligning strategic actions to achieve the outcomes associated with the “measures that matter.”

Section 2: Apply a Short-Cycle Improvement Process

After establishing scorecard measures and goals and creating strategic actions to achieve the goals, you’ll apply a short-cycle improvement process to determine how well  actions are working to achieve the goal. In this section, we provide an overview and resources for weekly short cycle improvement meetings, 30-day short cycle improvement meetings, and a 30-, 45-, and 60-day improvement cycle template.

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Tool Highlights:

Define the Pillars

Pillar definition examples

Measures that Matter

Sample Scorecard

Short-Cycle Improvement Meetings

Weekly stop light report
Weekly short-cycle improvement meeting agenda

30-Day Short-Cycle Improvement Meetings

30-day short-cycle improvement questions for results trending at or above goal
30-day short-cycle improvement questions for results trending below goal
30-day short-cycle improvement meeting agenda
30/45/60-Day Scorecard short-cycle improvement review template

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